Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial By Stef Dolan on January 2, 2024January 2, 2024 PHILADELPHIA–(BUSINESS WIRE)–Great Valley Advisor Group (GVA), a technology-driven, full-service Registered Investment Advisor, is excited to celebrate a successful first year… Read More
DSB Rock Island Wealth Management acquires Waterfront Financial Group By Stef Dolan on November 20, 2023January 11, 2024 BERWYN, PA – [NOV. 20, 2023] – Great Valley Advisor Group (GVA) today announced that DSB Rock Island Wealth Management,… Read More
Welcome Phil Regan, Business Development Associate By Stef Dolan on July 12, 2023August 15, 2023 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business… Read More
GVA Announces Global Interdependence Center (GIC) Sponsorship By Mike Burke on June 22, 2023June 22, 2023 Great Valley Advisor Group (GVA) is excited to announce that we have become an annual sponsor of the Global Interdependence… Read More
Innovative Planning Group Acquires Bridge Investment Group By Stef Dolan on May 31, 2023June 6, 2023 Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA… Read More
GVA Vendor Spotlight: AdvisorBOB’s BOBValue By Colton Pence on February 15, 2023 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell… Read More
GVA Vendor Spotlight: AdvisorBOB Integrates Stripe By Colton Pence on February 10, 2023 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration… Read More
GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC®, AIF® on November 21, 2022 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC®, AIF® on November 17, 2022 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More
A note from Lee R. Johnson, Jr., CFA, Chief Investment Officer, Great Valley Advisor Group By Lee R. Johnson, Jr., CFA on July 26, 2021 Inflation continues to be a hot topic these days and the Fed gave us a big signal on their position… Read More